Wellner Family Community Trust Bb Ttee
Wellner Family Community Trust Bb Ttee is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LENOX, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $508K in total assets. In 2024, it awarded 10 grants totaling $30K. Net investment income was $26K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$508K
-1.7% YoY
Annual Giving
$30K
+21.3% YoY
Grant Count
10
+0.0% YoY
Avg Grant Size
$3K
+21.3% YoY
Under IRS private-foundation payout rules, Wellner Family Community Trust Bb Ttee reported a distributable amount of $39K for 2024 — the minimum it must pay out in qualifying distributions.
About Wellner Family Community Trust Bb Ttee
Based on IRS filings
Wellner Family Community Trust Bb Ttee is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LENOX, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $508K in total assets. In 2024, it awarded 10 grants totaling $30K. Net investment income was $26K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $507,512 | $516,422 | $537,224 |
| Revenue | $39,820 | $16,069 | $40,698 |
| Expenses | $48,243 | $44,377 | $55,752 |
| Qualifying Distributions | $35,130 | $31,391 | $41,632 |
| Net Investment Income | $26,464 | $4,956 | $27,475 |
| Distributable Amount | $38,765 | $34,940 | $34,376 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
48 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include North Canaan Volunteer Ambulance ($5,000), Falls Village Canaan ($3,500), Canaan Child Care Center ($3,500).
| Recipient | Purpose | Amount |
|---|---|---|
| THE DOUGLAS LIBRARY CANAAN, CT | GENERAL SUPPORT | $3,000 |
| FALLS VILLAGE CANAAN Falls Village, CT | GENERAL SUPPORT | $3,500 |
| North Canaan Elementary School North Canaan, CT | GENERAL SUPPORT | $1,000 |
| NORTH CANAAN VOLUNTEER AMBULANCE CANNAN, CT | GENERAL SUPPORT | $5,000 |
| CANAAN CHILD CARE CENTER CANAAN, CT | GENERAL SUPPORT | $3,500 |
| FISHES & LOAVES FOOD PANTRY DEVENS, MA | GENERAL SUPPORT | $2,000 |
| CANAAN COMMUNITY TRUST CANAAN, CT | GENERAL SUPPORT | $3,000 |
| NORTH CANAAN SOCIAL SERVICES CANAAN, CT | GENERAL SUPPORT | $3,000 |
| THE CANAAN FIRE COMPANY CANAAN, CT | GENERAL SUPPORT | $3,325 |
| CANAAN RAILROAD HISTORICAL SOCIETY CANAAN, CT | GENERAL SUPPORT | $3,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| PATRICIA GLENNON | ADVISOR | 1 | $5,000 |
| DOUGLAS E HUMES | ADVISOR | 1 | $1,000 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Wellner Family Community Trust Bb Ttee?
Wellner Family Community Trust Bb Ttee is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LENOX, MA. It holds $508K in total assets as of 2024.
How large is Wellner Family Community Trust Bb Ttee?
As of 2024, Wellner Family Community Trust Bb Ttee holds $508K in total assets with $40K in annual revenue. It awarded 10 grants totaling $30K in 2024.
Where does Wellner Family Community Trust Bb Ttee operate?
Wellner Family Community Trust Bb Ttee has awarded grants in Connecticut, Massachusetts.
What size grants does Wellner Family Community Trust Bb Ttee award?
In 2024, Wellner Family Community Trust Bb Ttee awarded 10 grants totaling $30K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Wellner Family Community Trust Bb Ttee required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Wellner Family Community Trust Bb Ttee reported a distributable amount of $39K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Wellner Family Community Trust Bb Ttee's EIN?
Wellner Family Community Trust Bb Ttee's EIN (Employer Identification Number) is 06-1468789. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Wellner Family Community Trust Bb Ttee's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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